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Great Scott
Challenges Facing the Bond Trader in Chief
Aug 21 • Marc Rubinstein
Financing the AI Boom 3
Nvidia, Guarantor of Last Resort
Aug 14 • Marc Rubinstein
Leopold’s Fall
Situational Awareness and Amaranth 20 Years Apart
Aug 3 • Marc Rubinstein

July 2026

PayPal, Declined
Inside the Bid for an Iconic Fintech
Jul 24 • Marc Rubinstein
Too Big to Succeed
What it takes to run JPMorgan, and to hand it over
Jul 17 • Marc Rubinstein
Options for Everyone
How the National Stock Exchange of India built the world’s busiest equity derivatives market
Jul 10 • Marc Rubinstein
Stretch Marks
A Case Study in Financial Engineering
Jul 3 • Marc Rubinstein

June 2026

Duffy’s Last Dance
The Battle Over Futures That Never Expire
Jun 26 • Marc Rubinstein
The Transfer Market
Wise and the Business of Moving Money
Jun 19 • Marc Rubinstein
Jules Rimet Still Gleaming
The World Cup Comes to Prediction Markets
Jun 12 • Marc Rubinstein
When the Ducks are Quacking
SpaceX, Anthropic, OpenAI and the Business of IPOs
Jun 5 • Marc Rubinstein

May 2026

Strategy Follows Structure
Fidelity, Capital, Vanguard and the Ownership Structures That Made Them
May 29 • Marc Rubinstein
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